|
301
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
302
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18K
|
-$23.8K
|
-335
|
-57%
|
|
|
303
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$18K
|
+$17.1K
|
+240
|
New
|
|
|
304
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$16K
|
-$19.7K
|
-277
|
-57%
|
|
|
305
|
AssetMark Inc
Concord,
California
|
$16K
|
-$7.68K
|
-108
|
-33%
|
|
|
306
|
Executive Wealth Management
Brighton,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
307
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
|
308
|
First Horizon Advisors
Memphis,
Tennessee
|
$14K
|
-$2.85K
|
-40
|
-17%
|
|
|
309
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
310
|
|
$14K
|
–
|
–
|
–
|
|
|
311
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$11K
|
–
|
–
|
–
|
|
|
312
|
Huntington National Bank
Columbus,
Ohio
|
$10K
|
+$9.25K
|
+130
|
New
|
|
|
313
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$8K
|
+$5.91K
|
+83
|
+218%
|
|
|
314
|
Manchester Capital Management
Manchester,
Vermont
|
$8K
|
+$7.76K
|
+109
|
New
|
|
|
315
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7K
|
-$21.1K
|
-297
|
-76%
|
|
|
316
|
WhitTier Trust Company
Reno,
Nevada
|
$7K
|
-$6.76K
|
-95
|
-50%
|
|
|
317
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$7K
|
–
|
–
|
–
|
|
|
318
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
319
|
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
$7K
|
–
|
–
|
–
|
|
|
320
|
Perkins Coie Trust Company
Seattle,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
321
|
Vectors Research Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
322
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
323
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
324
|
Synovus Financial
Columbus,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
325
|
Icon Wealth Partners
Houston,
Texas
|
$5K
|
+$4.55K
|
+64
|
New
|
|
